Long-term investor
Vista Investment Partners II, LLC @vistainvestmentpartnersi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035219).
Record
- Tracked since 2025-06-30 (434 days), 193 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +4.0% · 1 year +8.4% · all +8.4%
- Max drawdown -3.1% · Sharpe 0.34 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 5.4% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- KLAC · 3.1% · long · since 2025-06-30
- MSTR · 2.9% · long · since 2025-06-30
- VOO · 2.8% · long · since 2025-06-30
- AVLV · 2.3% · long · since 2026-06-30
- AAPL · 2.3% · long · since 2025-06-30
- DELL · 2.1% · long · since 2026-03-31
- PH · 2.0% · long · since 2025-06-30
- JBL · 1.8% · long · since 2025-12-31
- ORLY · 1.8% · long · since 2025-06-30
- TNL · 1.7% · long · since 2025-06-30